As 2019 is underway, it’s important to review changes that impact investors – both accumulators and retirees. For those who are still working, the IRS recently released contribution adjustments for retirement accounts, like 401(k) plans and IRAs. Continue reading
Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful. Continue reading
We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage. Continue reading
We’re making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs. Continue reading
As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation. Continue reading
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more. Continue reading
We’re sometimes asked by potential clients, looking to generate income in retirement, if we will construct for them an “income portfolio,” enabling them to live off the dividends and interest without dipping into principal. Continue reading
Over the last several months, we’ve covered the ins and outs of Social Security. In this final post for our blog series we’re discussing the decision on when to file for benefits. Continue reading
Up to this point in our Social Security blog series, we have covered the core components of Social Security, including eligibility, different benefits that are available, and how benefits are taxed. Continue reading
Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Continue reading